Member Info for JohnLewis79

Great result Eng beating a below par Irish side who never showed up. That was just the result we wanted (though not the bonus point)...... Wales v the 'old enemy' at Cardiff on 23/2.

Eng lead by 5 (62v57) wins
overall and won here last time (2017) by 21-16 grrr!!

Should Eng (1/6) beat France at home next Sun and Wales beat Italy (Sat) then E v W will be the match of the tournament and likely to see the Triple Crown and Championship winner.
A tight game for Ire away to Scot who lead (W67 L62) next Sat, c'mon Ire!

Wales go to Murrayfield 9th, March (W 79 L 49) overall....lost 29-13 last time and we finish in Cardiff playing Ire on 16th March (W 68 L 51).

I fancy Wales for the clean sweep and have backed them to do so.

1/3 It's & Eng 11/4...not a bet for me best watched imo. Eng with c.9 is around evens to 10/11. I might take that.

Hi comeonv...tbh i nearly turned the tv off at half time Wales were so poor.
Not expecting France to repeat Wales first half performance.
And we got the luck of the bounce at a crucial time, anyways we took our chances, North making up for a poor defensive slip. Pity about the rain which spoiled what could have been a very high scoring game.

We play you next Feb 23 so either you or Ireland for the poss Championship assuming you beat Ire and then France on Feb 10....a tough call.

Only HK posted red nos on Friday as global mrkts were all blue.
London's ftse put on 51 to (7020), 250 added 100 (18811) & All Share up 26 (3852). All up on the week despite data showing UK manufacturing sector hit a 3 month low and Talk Talk issuing a profit warning.

News that 30% of UK companies could be forced to move operations to Europe (Inst of Directors report) hardly dented sentiment. Considering Europe is hardly booming (Ger & Italy) London is discounting a lot of bad news on the horizon and economic brinkmanship in the US, political in the UK is the name of the game.

Meanwhile UK companies need clarity to plan ahead and are stalling any future investment here or abroad. Political games are not what UK companies expect of the Govt.

A better jobs report showed the US economy created 302,000 (consensus 172,000) new jobs which provided the backdrop for small gains in NY on Fri.

That nears the best winning streak (8) since Nov'17. Consumer sentiment nos we're much improved from those posted in Dec'18 hoping the Fed will leave rates on hold into Q3.
Over the wk the Dow put on 327 (25064), the 500 added 42 (2707), Nsdq gained 100 (7264) & the small cap sector (R2000) 3 to (1502). Like London US mrkts are discounting a lot of bad news on the trade front and the dovish stance on rates.

Asia mostly unchanged on the week and ytd TK up 4%
HK +8%, SH +5%, SK +8%
& Taiwan up 2%. Global data (MSCI) added 6 on the wk and is c.8% better ytd.
Morning all and well done Wales they played their 'get out of jail' card brilliantly last night. With Italy (away) next, we will be P2 W2 going to Cardiff v Eng which could be a Championship decider.

That aint bad, last one I attended just 6 turned up and way back at one AGM I was the only attendee besides the CEO & CFO.
Let's hope the Bango packed house is a precursor of good tidings!

Last 3 or is it 4 news/updates all of a positive have resulted in the shares falling and not recovering to previous levels which you would expect of a share consistently reporting bad nos.

Case in point
a) the operations up-date on Jan '19 when the shares traded at 196.

Case in point
b) the operations update Oct '18 shares traded at 244.

Case in point c) the H/Y Aug '18 shares traded at 290.

Wots it telling us, besides you just lost 105p buddy?

Good results from ftse heavyweights, Diageo, RDSB & BT helped the 100 off to a good start gaining 46 at open with sterling a tad stronger at $1.312 and crude $61.65.

Diageo board approved more buybacks, shares responded climbing 129 to (2901). RDSB added 83 (2369) on a 33% increase in earnings and will spend $25bn on share buy backs (3.745bn in issue). Unilever slid 81 (3984) on warning of a tough year ahead.
Standard Life fell 13 to 252 on a broker downgrade. This stock was c.500 a year ago.

The ftse which had flirted with 7000 closed up 27 (6969) and 3.6% up ytd.
The 250 lost 112 (18712)
but 8% up ytd and the All added 9 (3826), ytd up 4%.

In NY blue chips were better but the Dow was in an unforgiving mood down 170 an hour or so in to trading mainly on DuPont disapointing nos, stock fell 10%.
A busy day for investors and dealers as 36 of the 500 are reporting nos. In early moves, Facebook rose $19 to $169 on subscriber nos,
bell-weather GE put on 14% on revs and cash flow ahead of estimates but PayPal sank $4 to $88 on a downbeat outlook and Amazon jumped $48 ($1719) on record Q4 nos.

At mid session the Dow was down 64 the Nsdq up 94. A brief rally in the afternoon saw the Dow close down 15 (25000) the Nsdq up 99 (7282) and the 500 gained 23 (2704). Some say these volatile mrkt rallies are symptomatic of a bear mrkt and not an extension of the 9 year bull run.

A nowhere session in Asia as trade talks ended with no deal & little progress but tbc... TK +23, HK -88 & SH up 20.

The nos: Oil $ 60.96. Gold $1323. Vix 16.95. $ 1.309.
€1.144. Coin $3420. FF+6
DF +30. MSCI 491. 1° & snow in London overnight.
Morning all.

Cheers for that s/burner. As a matter of interest were there many at the presentation?
The sp had a small boost early on (c.97 paid) but drifted lower at close on just 12 bargains.

G continues to wander aimlessly up and down with no apparent trend apart from heading lower to c. Jan 1 price.
Well analysed by posts from holders who are clearly upset by the lack of bod activity..... I except boyo who has a realistic view of G's upside.

As I have said before their are other stocks out there
if you have become disillusioned here. G (to hold) is too frustrating for me I have on numerous occasions threatened to buy back in, at 270,250,225, 200 and would be losing on every trade. Not to mention those at 615, 550, 465.

Is G worth the bother? I think not, for me for sure. I've never been one for divs but holders here need some compensation for the destruction in the sp (Not on a 3yr view obviously) if you have been 'av,' upping your probably wondering what all the fuss is about.
You had the benefit of good timing into G (sub 100) and have been rewarded if perhaps not as much as you wanted.
Others are not so lucky.

Dow surges past 25000 on continued good Q4 nos and the dovish stance by the Fed on further rate hikes looking into 2019.
These remained u/c at 2.25% and looked set until Q2.
US crude rose 36c to $54.59. Trade talks with China cont with little news on reaching any agreement.
Results from Apple (not as bad as feared) buoyed sentiment despite IPhone sales declining into Q1, their services division made up the nos. Apple jumped $11 to $165.
Advanced Micro surged 20% and Boeing rose $23 to $388 exceeding Walls forecasts by a wide margin.
On the economy the private sector added 213k jobs, above consensus 178k. The Dow closed up 435 (25015) & Nsdq up 155 (7173).

Earlier London closed at its best level for 2 months with gains across all sectors. The ftse +108 (6942) the 250 gained 125
(18828).
As the Brexit drama gets worse & worse (talks at an impasse) the mrkt improves seemingly oblivious to the dangers of a no deal....3% up ytd.

In Asia following the strong gains on Wall stocks are higher across Asia & Pan Pacific regions.
News of an improving China manufacturing outlook helped shares.
TK up 213 (off highs) led up by techs, autos & shipping.
In HK the Hang Seng is up 300 (off highs) on back of techs and casinos. In SK Samsung (+350 krw) to 46750 reported record profits despite a 30% fall in Q4.
SH is little changed (+0.30%) on the manuf news as economic activity remains sluggish.

The nos: Oil $ 62.03. Vix17
GOLD $ 1324. $ 1.312. 1.140. $Y 6.69. MSCI 488.
Coin $ 3480. FF +10. DF -6.
Morning all.

Bango holding a 'strategy' day today in London for investors. No financial info will be disclosed.

See a bit more interest in Bango last couple of days, 36 bargains dealt (Mon/Tue) on better vols, 97p paid on a 31k deal.... with daily vol topping 100k.

Not exactly great but as with most Aim stocks news is the lifeblood of these companies.
We are going to need more than RNS's on total voting rights and option grants to Directors for the sp to appreciate.
Must say the last lot granted at 173 (well out of the money) i will be very pleased to see that achieved. I have not been in this stock long enough to know if owners (for that is what we be!) are kept informed by the bod.

As I'm sure most are well aware Aim stocks run to a different beat. With next update not scheduled to late July I hope Ray will have some titbits for us.

Mixed in Asia as has been the way of late. TK off 68 while HK, SH & S.K are all blue awaiting Fed policy moves today.
In TK autos and techs are falling (Sony, Toyota & Softbank) while properties led the way in HK with 6% rises seen in Country Garden and China Resources.
SH is just blue in sideways trading awaiting news from the US where officials meet today hoping to move the trade talks along. Trump is expected to meet VP Liu He where Huawei will top the agenda adding to an already fraught situation.

Crude WTI gained 15c to $53.31 on the NYMEX, Brent 21c to $61.20.

The nos: Oil $61.53. Vix 19
Gold $1319. Coin $ 3444.
$ 1.308. € 1.144. $Y 6.71.
MSC1 482. FF+32. DF +48.
Morning all.

Yup boyo G pb is 0.48 last I looked c.(183÷1230).

When you sell or switch.

The logic of selling a share is usually crystal clear. What you paid for a share
should not determine whether you bail out. If you think the stock is more valuable than its current sp you keep it. If not you should sell. It's really that simple, but.....

For most people the decision to sell depends more on what the stock has done than on what it is likely to do.
They focus more on what has 'changed' the price without what may have 'changed' the value. Most people, find selling is harder than buying but i'd bet people spent more time on buying decisions than selling decisions.
Helping you to sell ask yourself these 3 questions.

i) if I didn't already own G would I buy it at this price?
2) if I had no idea what the stock price was would I want to buy G?
3) now the stock is even cheaper isn't my margin of safety even wider?

How often do you ask yourself any of the above?
My bet is your more likely to be saying....
"If only I had sold at the top....or 3 days ago...or i shudda listened to my gut, I'd have at least got out even"
Regret is an intrinsic part of dealing in stocks and emotions often over-rule
plain common sense.

London came off from the opening bell dragged down by a stronger pound (1.320) in Far East trading and worries over Brexit votes today. The Irish backstop arrangement is set in stone say Brussels.
The Fed who meet on Wed are likely to leave rates on hold.
Banks and energy led the fallers, BP fell 12 to (495) & RDSB lost 41 to (2227) oil closing in London at
$59.76 (-$1.76).
News that the US rig count had increased and a record 11.4m bpd in Q4 put the skids under WTI & Brent.

Shares in London were mixed, Ocado was a bright spot jumping 20 to (966) on talk of a M&S deal but Tesco off 4 (221) on restructuring (losing in store bakeries, fresh fish & meat counters) that could lead to an overall 9000 job losses. Tesco is the 2nd bigest employer in the UK.

A broad range of retailers have warned the Govt of damage to their businesses which will result in food shortages/supply chain hold up's should we crash out.

Utilitywise sank 71% to
1.61p putting the 'For Sale' sign up after failing to persuade holders to bankroll the Co. Surprisingly only c.10% of the shares in issue (79m) changed hands. Woodford has a small % stake of his income fund in UTW.

A poor start on Wall saw the ftse nailed down (the 5th straight) 62 to (6747) after low of (6734). The 250 fell 109, All off 32
and Aim u/c (912).

Its going to be a very busy wk for investors as 13 of the DJI 30 and 113 of the S&P 500 will report nos this week.
The Dow headed down from the whistle hitting an early low of 24323 (-414) but had clawed back 100 by lunch.
Caterpillar was an early casualty falling c.10% on Q4 nos missing estimates by a wide margin. Consensus for eps were $2.98, actual was $1.78. The c.$13 fall in the sp at lunch took 80 off the DJ.
Others in the red column were Exxon, Chevron, Apple, Msoft & 3M Co.

By 3.00 pm the Dow was 280 down and some bargain hunters helped the Dow to finish 209 down, the 500 off 21 and Nsdq down 79.

In Asia stocks are mixed, TK up 6 after 250 lower with HK (-67)& SH (-3) reacting to charges of fraud, theft and sanction violations against Huawei and top exec Meng Wanzhou who is to face criminal charges.

The nos: Oil $60.48. Vix 19
Gold $1310. $ 1.315 € 1.15
FF +32. DF -53.
Morning all.

I can only speak for myself but u-s-u-a-l-l-y the stock mrkt rewards one being right about a stock---------
eventually. In one of my stocks, 10 bloody years!

The problem is that eventually can mean many months/years of waiting for investors. Even if being
right, at the wrong time, is as bad, if not worse as being plain wrong as you incur lost opportunity costs, for one, besides the frustration and coping with an aberrant mrkt.

Probably applies to a few holders here who have held from 500 and that's a lot of making up to do if you have not avc down'd in the h-o-p-e of making up the diff. Which as we know means your just adding to a losing position which is precisely what I did in my blood thing. I had a lot of shares worth zilch.

Shares are mixed in Asia not building on the strong performance of Friday, TK up 200, HK +448 & SH gained 10.
Sentiment is better on news that the US Gov't has reopened if only till Feb 15 when Trump threatens another shut down if he doesn't get his 'wall' money.
Hopes that trade talks will start off on the right foot especially over China technology ambitions, readdressing the trade imbalance and staving off punitive tariffs.

The Huawei affair rumbles on the CFO still under house arrest and the two Canadian execs arrested in a tit for tat move has sent relations to an all time low between the two countries. The Canadian ambassador to China looks to be on his way out as he's seen as too pro China.

However SH trades up 10
on local factors as does HK +117 techs and property in focus while TK is down 120 on profit taking and buyers on the sidelines.

The nos: Oil $61.00. Vix 17
Gold$ 1308. Coin $ 3459. $1.319. €1.156. MSCI 485.
FF-30. DF -80.
Morning all.

Go easy Tartine you can pay £800 for a prem crue NSt G!!!

I'm out of the mrkt now, 'cepting here. I have one stock that delisted in 2017 now a private concern and not tradeable thanks to bloody MIFID or some such outfit.
Recents have been Idea recovering now and in a good space. Spo focussed on the USA betting and lottery sector. They sold off the pools and returned millions to shareholders last year and have been going south ever since, that could be interesting given the deregulation in the US internet betting mrkt. Lastly Genel an oil Co hugely under valued, cash positive, fcf of c.$10m per month but unloved by the mrkt. I made money on Spo & Idea but lost 'enuff' on G!

I tend to take the long-term view so will see if Bango can bump up the nos this year.